Money Purchase
2023 plan-year Money Purchase DOL Form 5500

IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(

This Money Purchase plan holds $130M in total assets and serves 1,209 participants as of 2023. It is sponsored by TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401( in Michigan. The plan reported positive net income of $14M for the year.

Total Assets (2023)
$130M
Participants
1,209
State
Industry
Construction

What the Filing Says About IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND

IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND is a Money Purchase retirement plan sponsored by TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $130M in total end-of-year assets and covers 1,209 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 366519755, and the plan has been effective since 1972-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $116M at the beginning of 2023 to $130M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $130M, with reported net income of $14M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$116M
Total Assets (End of Year)$130M
Net Assets (End of Year)$130M
Net Income$14M
Plan TypeMoney Purchase
Employer EIN366519755
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401()

Year Plans Participants Total Assets
2022 1 1,099 $116M
2023 1 1,209 $130M

Nearby Money Purchase Plans in Michigan

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Frequently Asked Questions

How much money is in the IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND?
As of the 2023 Form 5500 filing, IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND holds $130M in total assets with 1,209 participants. It is sponsored by TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(.
What type of plan is IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND?
IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND is a Money Purchase plan. It has been effective since 1972-07-01. The plan is filed with the U.S. Department of Labor under EIN 366519755.
Who sponsors the IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND?
IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND is sponsored by TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401(, located in Michigan. The sponsor's EIN is 366519755 and the plan operates in the Construction industry.
How did IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND perform in 2023?
IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND grew by 12.3% during 2023, moving from $116M to $130M in total assets. Net income was $14M.
Where can I find official filings for IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND?
Official Form 5500 filings for IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366519755 or plan name at efast.dol.gov.
How does IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND compare to other plans?
You can compare IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND against other Money Purchase plans on the plan type page, or view plans in Michigan on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 366519755.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.